Legal Question in Wills and Trusts in New York

As beneficiaries of a trust , are we entitled to ask for a copy of the assets assigned to the trust?


Asked on 2/19/11, 6:31 am

1 Answer from Attorneys
Michael Haber Law Offices of Michael S. Haber

You may inquire of the trustee as to the assets in the trust. I am assuming that the trust has vested; that is, that you now have rights to receive assets from the trust. If that is so, and the trustee is uncooperative, you may request an accounting.

If you would like more information based on the particulars of the situation, you may feel free to contact me.

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Answered on 2/21/11, 8:34 am


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